JPMorgan Chase & Co. shares owned by Waterway Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Waterway Wealth Management
from 13F filings
Historical chart of Waterway Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Waterway Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Waterway Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 9.6k | 315.42 |
| 2025-06-30 | $2.9M | 10k | 289.91 |
| 2025-03-31 | $1.9M | 7.8k | 245.31 |
| 2024-12-31 | $1.1M | 4.7k | 239.70 |
| 2024-09-30 | $963k | 4.6k | 210.86 |
| 2024-06-30 | $800k | 4.0k | 202.23 |
| 2024-03-31 | $630k | 3.1k | 200.28 |
| 2023-12-31 | $510k | 3.0k | 170.12 |
More positions owned by Waterway Wealth Management
View all positions for Waterway Wealth Management